Sweeney & Michel’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Sweeney & Michel’s Portfolio SDOG Stock Details SDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$525K	Buy	8,019 +69	+0.9%	+$4.47K	0.15%	87
2025 Q4	$539K	Buy	7,950 +64	+0.8%	+$3.83K	0.16%	88
2025 Q3	$460K	Buy	7,886 +66	+0.8%	+$3.9K	0.15%	91
2025 Q2	$461K	Buy	7,820 +69	+0.9%	+$3.84K	0.16%	91
2025 Q1	$391K	Buy	+7,751	New	+$449K	0.17%	88
2024 Q3	$457K	Buy	7,620 +62	+0.8%	+$3.49K	0.18%	83
2024 Q2	$398K	Buy	7,558 +68	+0.9%	+$3.6K	0.17%	81
2024 Q1	$406K	Buy	+7,490	New	+$387K	0.18%	79
2023 Q3	$336K	Buy	7,348 +75	+1%	+$3.74K	0.18%	82
2023 Q2	$370K	Buy	7,273 +72	+1%	+$3.59K	0.19%	81
2023 Q1	$351K	Buy	+7,201	New	+$379K	0.19%	82

Other funds holding SDOG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return